|
151
|
BSW Wealth Partners
Boulder,
Colorado
|
$208K
|
+$204K
|
+7,046
|
New
|
|
|
152
|
AJ Wealth Strategies
New York
|
$205K
|
-$17.1K
|
-592
|
-8%
|
|
|
153
|
Steward Partners Investment Advisory
New York
|
$194K
|
+$190K
|
+6,578
|
New
|
|
|
154
|
Creative Financial Designs
Kokomo,
Indiana
|
$132K
|
–
|
–
|
–
|
|
|
155
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$120K
|
+$35K
|
+1,211
|
+43%
|
|
|
156
|
Balentine LLC
Atlanta,
Georgia
|
$114K
|
–
|
–
|
–
|
|
|
157
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$111K
|
–
|
–
|
–
|
|
|
158
|
SEI Investments
Oaks,
Pennsylvania
|
$99K
|
+$54K
|
+1,867
|
+126%
|
|
|
159
|
Kings Point Capital Management
Great Neck,
New York
|
$95K
|
+$57.8K
|
+2,000
|
+167%
|
|
|
160
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$94K
|
–
|
–
|
–
|
|
|
161
|
City Holding Co
Charleston,
West Virginia
|
$78K
|
–
|
–
|
–
|
|
|
162
|
|
$67K
|
+$50.1K
|
+1,734
|
+337%
|
|
|
163
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$66.2K
|
+$64.7K
|
+2,238
|
New
|
|
|
164
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$59K
|
–
|
–
|
–
|
|
|
165
|
Intellectus Partners
San Francisco,
California
|
$59K
|
+$39K
|
+1,350
|
+208%
|
|
|
166
|
Bessemer Group
Woodbridge,
New Jersey
|
$58K
|
–
|
–
|
–
|
|
|
167
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$50K
|
–
|
–
|
–
|
|
|
168
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$50K
|
+$5.78K
|
+200
|
+13%
|
|
|
169
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$49.4K
|
+$48.3K
|
+1,671
|
New
|
|
|
170
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$46K
|
–
|
–
|
–
|
|
|
171
|
YorkBridge Wealth Partners
New York
|
$38K
|
-$5.78K
|
-200
|
-14%
|
|
|
172
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$37K
|
+$3.73K
|
+129
|
+12%
|
|
|
173
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$28K
|
–
|
–
|
–
|
|
|
174
|
D.A. Davidson & Co
Great Falls,
Montana
|
$24K
|
+$8.68K
|
+300
|
+56%
|
|
|
175
|
Huntington National Bank
Columbus,
Ohio
|
$23K
|
–
|
–
|
–
|
|
